Start:  Starts a new position
Add: Adds on an existing position
Stop out:  Hits stop order and exit position

“Let Winners Run”  – Healthy uptrend, stop room 5%-8%

CHINESE BASKETS:

Tencent OTC


AI, CHIP DEISGN, SEMI


HOME BUILDERS

CLOUD, SOFTWARE

MISC



“Tight Leash” – Price action sort of problematic, stop room 3%-5%

 

Watch List
Payment Network: PYPL, SQ, MA, V
Enterprise software: CRM, WDAY; ANET

11/9/2017: SOHU Stopped out, sohu negative reaction to SOGO IPO; Started KBH, MU

11/1/2017: Started SOHU, anticipating SOGO IPO; AVGO

Oct 2017: Earning season, positions rebalanced (BIDU, EDU stopped out) to reflect earnings

10/5 Started NFLX

 

 

Old trades have been moved to “Historical Trades